“Live your life by a compass, not a clock.” Stephen Covey
Blue Sea Advisors LLC was founded by Gary T. Rose, J.D., a business and estate planning attorney, who became General Counsel and then CEO of a middle-market family manufacturing business serving the new home construction industry. With over 20 years of experience in this arena, he went on to also procure his real estate brokers, builders, securities, life, and property and casualty insurance licenses to broaden his scope of knowledge and perspective as it pertains to middle-market business ownership. As a Vistage Trusted Advisor, he brings a unique perspective as both a former middle-market business owner and current business improvement process advisor.
and its professional consortium of business-oriented business advisors, the Blue Sea Advisors Network, Surprised by the absence of a comprehensive, holistic business and personal financial planning firm for business owners within the lower middle market, and the piecemeal, non-coordinated nature of the disparate professional services in the business world, Gary set out to fill that gap with the formation of the Blue Sea Advisors Network, a unique, client-centric business consortium of top-notch niche’ professionals and business advisors that cater to the real-world needs and goals of lower middle market industrial business owners, their key management teams, and their loved ones.
Blue Sea Advisors LLC and its consortium of niche’ experts help business owners prepare for perhaps the biggest financial transaction of their lifetime: Transferring all or a portion of the tied-up equity within their business. Blue Sea concentrates on a proven process for enhancing the value of industrial enterprises from the perspective of a buyer, and helps these business owners properly prepare for a successful transition within their desired time frame.
As part of this consulting service, Blue Sea Advisors offers company owners accurate business valuations, strategic growth planning, constraint-based metrics on the major value drivers of the business, succession planning, transition preparation, and a personal financial freedom blueprint.
The best time to sell a business is after several years of increasing growth and profitability. If that track record has been broken, and the owner still wants to “right the ship”, we can bring in talented resources to help re-establish profitable growth momentum so that multiples of value can be added back to the business prior to sale.
Our Network consists of legal, accounting, wealth management, and risk management professionals who can help you take advantage of missed tax deductions, credits, and incentives, reduce unnecessary or improperly billed overhead costs, and provide professional assistance in such areas as:
Buy-Sell agreement funding
Executive and Key Person incentive and retention benefits
Estate tax liability elimination or reduction
Lifetime income options
Selection of the right insurance coverages is often part and parcel of protecting the value of your business and key management team. Our Business Valuation process includes a comparative Insurance Risk Analysis that benchmarks your company against its industry peers, and connects with independent risk management professionals you can obtain the coverages or risk reduction strategies you need. In addition, comprehensive family protection packages can be designed to attract and retain key employees whose commitment level to your ultimate success is critical to the Business Longevity and Legacy Planning process.
A successful business ownership transition in today’s red ocean of disruptive technologies and cutthroat competition requires close collaboration, synchronization, and brainstorming among a team of specialists from the legal, tax accounting, investment banking, and business consulting communities. Blue Sea Advisors, LLC will help you design a comprehensive transition blueprint, assemble the right team to steer your enterprise in the right direction, and ultimately complete your successful business journey without running aground.